THOROUGHBRED FINANCIAL SERVICES, LLC

Position in DY — Dycom Industries Inc

CIK 1091370 BRENTWOOD, TN

Position in DY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$758,890

+$365,182 QoQ

Shares Held

1,501

+29.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#342

of 617 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

THOROUGHBRED FINANCIAL SERVICES, LLC holds $19,232,658 across 6 Engineering & Construction names. DY ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	12,608	$10,582,650
2	AGX	Argan Inc	7,258	$5,795,875
3	MTZ	Mastec Inc	3,941	$1,639,692
4	DY	Dycom Industries Inc This page	1,501	$758,890
5	ORN	Orion Group Holdings Inc	13,747	$231,224
6	ACA	Arcosa, Inc.	1,544	$224,327

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$758,890	1,501	+29.2%	Shares	Sole	2026-08-11
2026-03-31	$393,708	1,162	-7.3%	Shares	Sole	2026-05-12
2024-12-31	$218,271	1,254	-8.5%	Shares	Sole	2025-02-12
2024-09-30	$270,224	1,371	-19.1%	Shares	Sole	2024-11-08
2024-06-30	$285,879	1,694	-39.0%	Shares	Sole	2024-08-08
2023-12-31	$319,604	2,777	0.0%	Shares	Sole	2024-02-09
2023-09-30	$247,153	2,777	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.